Justin Nichols
My feedback
4 results found
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96 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
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supported this idea
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175 votes
The suggestion may be planned, but there is no timeline on this feature being added.
This suggestion is remaining open and can continue to gather votes and comments!
Justin Nichols
supported this idea
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377 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Justin Nichols
supported this idea
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66 votes
Redtail’s Product Owner has read the suggestion and there is some internal discussion needed in order to determine next steps.
This suggestion is remaining open and can continue to gather votes and comments!
Justin Nichols
shared this idea
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Our firm is similar to the initial user who originally added this request. We have 50+ users and it would help us tremendously to automate servicing advisor triggered by "Added By".
The most frustrating part of this is that this likely should have been the very first automation created for Redtail CRM automations... it's not a stretch to assume the person entering the contact should be the default user to have servicing advisor/viewing permissions on the contact.
Thank you for considering this!